Automate repetitive work with a drag-and-drop workflow builder featuring triggers, conditions, delays, and custom actions.
No credit card required · Cancel anytime · Free migration help
4.6/5 from 9 reviews on G2
Quick Access
Ticket Created → Auto-Assign to Agent
Support TicketTicket CreatedActive16-Jul-2026 01:08128New Lead → Send Welcome Email
LeadLead CreatedActive23-Jul-2026 09:31246Invoice Paid → Notify Team
InvoiceInvoice PaidActive22-Jul-2026 14:0289Quote Accepted → Convert to Invoice
QuotationQuote AcceptedActive21-Jul-2026 10:4537New Client → Send Onboarding Checklist
ClientClient CreatedPaused08-Feb-2026 09:45512Manual busywork eats hours every week, chasing a new lead, following up a ticket, sending the same reminder twice. Workflow Automation runs those triggers automatically, retries failed actions on its own, and is included on every plan, no premium tier and no usage cap.
What is Taskip Workflow Automation?
Taskip Workflow Automation lets agencies build automated processes without code, triggers, conditions, delays, and actions connected visually on a drag-and-drop canvas. Every execution is logged to a full timeline, failed actions can auto-retry automatically, and webhooks connect workflows to external tools, replacing manual busywork with a reliable, repeatable process your whole team can trust.
Learn about business process automation on Wikipedia| Without Taskip | With Taskip Workflow Automation | |
|---|---|---|
| Repetitive tasks | Copy-paste, status updates, reminders, done manually every day | Triggers and actions run automatically |
| Reliability | One missed step breaks the process | Retry on failure with configurable attempts |
| Debugging | No idea what happened or why something failed | Full execution timeline for every run |
Configure each action node in full, map form fields straight into lead, contact, or deal fields with no manual re-entry.
“Taskip offers great features at a low cost, streamlining workflows, boosting team collaboration, and ensuring smooth client communication.”
Kurban Ali, Founder, NexaBD
Create Lead Configuration
Edit the properties of the selected node
Label
Description
Action Configuration
Action Type
Map each lead field to the corresponding form field from your submission.
First Name Field *
Last Name Field
Email Field *
Phone Field
Lead Source
Four node types cover every scenario (Trigger, Condition, Delay, and Action), each fully configurable.
Trigger
Condition
Delay
Action
Lead Source Check
If Lead Source = Website
Wait 15 min
Delay
Assign to Sales Rep
Action
Add to Nurture List
Action
Four node types cover every branch, delay, and retry your process needs
Get a complete history of every workflow execution, triggers fired, conditions checked, emails sent, actions completed.
09:14:02
Trigger fired — Form Submitted
09:14:02
Condition passed — Lead Source = Website
09:14:17
Delay elapsed — 15 minute wait
09:29:18
Notification sent — Email to Sales Rep
09:29:19
Action failed — Create Lead, retrying
See exactly what ran, what failed, and why, every single time
Webhooks and API access let workflows reach beyond Taskip, while analytics track runs, success rates, and performance.
Create Lead Configuration
Edit the properties of the selected node
Label
Description
Action Configuration
Action Type
Method
Webhook URL
{
"lead_id": "8f3a1c2e-6b9d-4e21-9f0a-2d7c5b1a44e0",
"name": "Marcus Bennett",
"email": "marcus@northpeak.io",
"source": "Website",
"created_at": "6 seconds ago"
}Ready to bring Workflow Automation into your workflow?
No credit card required · Free migration help
Every
plan includes workflow automation
60%
faster follow-up time
0
missed follow-ups with automated triggers
95%
process consistency across the team
Read verified Taskip reviews on G2
“This serves as an all-in-one agency management solution for me. I enjoy communicating with clients and team members directly within this app.”
Bulbul Ahmed
Founder, BinaryFusion
“Taskip has transformed how we manage projects. Its intuitive tools streamline workflows, save hours weekly, and make client handovers seamless.”
Nurul Amin
Founder, Bitcommerz
“The interface is clean and intuitive, task management feels smooth and straightforward, and the collaboration features work flawlessly. Everything feels well thought out, dependable, and genuinely reliable.”
Aminul I.
CEO · Small Business
Ready-made patterns built from Taskip triggers, conditions, delays and actions. Start from one and adjust it to your process.
Map each form field into a new lead so enquiries land in your pipeline with no copy-paste.
Send a personal welcome email the moment a lead is created, while interest is high.
Add a delay, then send a follow-up email so no lead goes cold waiting for a reply.
Turn the accepted quote into an invoice automatically so billing starts the same day.
Alert the account owner and project lead the moment a client pays.
Send the client a thank-you and next-steps email right after payment.
Send every new client the same onboarding checklist and welcome resources.
Wait 30 days, then send a check-in email asking how the engagement is going.
Route every new support ticket to the right agent without manual triage.
Use a condition on ticket priority to notify a manager only when it matters.
It lets you build automated processes without writing any code, workflows made of triggers, conditions, delays, and actions, connected visually on a drag-and-drop canvas. Use it to automate repetitive tasks like sending emails, updating records, assigning leads, or notifying your team, so your team spends less time on manual busywork and more time on real client work.
Yes. Every workflow run is logged automatically to a complete visual timeline, you can see each trigger fired, condition checked, delay completed, and action performed, along with clear status indicators for success or failure. You can also filter the timeline by workflow type, making it easy to debug exactly what happened and why on any specific run.
Four node types cover every scenario: Trigger (starts the workflow, e.g. a form submission or new lead), Condition (branches the flow with if/then logic), Delay (pauses for a set amount of time before continuing), and Action (performs a task, including sending emails and alerts). Each node type has its own full configuration options, and you can track node status as active, inactive, or in error.
Enable Retry on Failure on any action node and set how many times it should retry automatically before giving up. Every attempt, successful or failed, is recorded on the workflow's execution timeline, so you can see exactly which run failed, how many retries happened, and whether it eventually succeeded, without having to dig through logs manually.
No coding is required. Workflows are built visually by dragging trigger, condition, delay, and action nodes onto a canvas and connecting them, the same way you'd sketch a flowchart. You can start from a blank canvas or bulk-import a workflow from the pre-built template library and customize it from there, without touching a single line of code.
Workflow Automation is included on every Taskip plan, from the Freelancer tier up, at no extra cost. Unlike WhatsApp, which is a separate paid add-on, there's no per-workflow fee or usage cap, you can build and run as many automated workflows as you need without upgrading or paying anything beyond your regular plan.
Taskip workflows run inside Taskip on its own events, such as new leads, accepted quotes, paid invoices and new tickets, and are included in your plan within its monthly run limit. Zapier and Activepieces connect thousands of outside apps. Taskip integrates with both, so use native workflows for in-app steps and Zapier or Activepieces when a workflow has to reach other tools.
Taskip Workflow Automation, no credit card required
Start with Workflow Automation
